Leeham News and Analysis
There's more to real news than a news release.
Backstory on the JAL deal from Bloomberg; ‘Boeing blew JAL, others’ says Aboulafia
Japan Airlines deal: Two items of note came across our desk concerning the Japan Airlines’ order from Airbus for the A350-900/1000. The first is from Bloomberg, which has an interview with Airbus CEO Fabrice Bregier. Lots of speculation… Read More
Latest twin-aisle orders shift market share; Plus Odds and Ends
The flurry of orders in September and this month from Lufthansa Airlines and Japan Air Lines tightens the wide body race between Airbus and Boeing. Airbus and JAL on Monday announced a firm order for 31 A350s and… Read More
Airbus breakthrough: Japan Airlines orders 31 firm+25 option A350-900s/1000s
Airbus scored a big breakthrough October 7 (Tokyo time) when Japan Airlines announced an order for 18 A350-900s, 13 -1000s and options for 25 more. This is a huge win for Airbus and a big blow to Boeing’s… Read More
Lufthansa splits wide-body order between Airbus and Boeing
Lufthansa Airlines announced its long-expected wide-body order, for 59 Airbus A350-900s and Boeing 777-9Xs. Airbus won a firm order for 25 with options for 25 more. Boeing’s press release didn’t disclose options. This is a big win for… Read More
Odds and Ends: Slowing sales; Airbus in Japan; MRJ delay; Crandall on merger
Slowing Jet Sales: Within a few days, Bloomberg, Reuters and The Seattle Times each had stories about slowing jet sales. Here is the Bloomberg story, focusing on cargo sales. Here is the Reuters story. Here is The Seattle… Read More